Michael Theodore Piotrowicz

Current Employers

Employment History

• 04/2006 → Present
  Legacy Advisors, Llc
  Plymouth Meeting, PA
• 06/2006 → Present
  M Holdings Securities, Inc.
  Portland, OR

Other Businesses

1) Independent, Portland, OR; Investment-Related; Position: Private Placement sales; 1 hr per week during trading hours. 2) Legacy Advisors, LLC; 401 Plymouth Road, Suite 150, Plymouth Meeting PA 19462; 07/01/1978; Senior Client Advisor; Provide Investment and/or financial planning advice/services to clients; Investment Related; 200 hours/month; 200 hours/month during business hours; Wages/Salary/Tips. 3) The Legacy Foundation, Portland, OR; Non-Profit/Non-investment Related; Position: Member, Board of Directors and Search Committee (non-compensated position); 5 hrs per month during trading hours. 4) Independence Mission Schools; 640 Freedoms Business Center, Suite 115, King of Prussia, PA 19406; 08/15/2019; Board Member; Not investment related- 10 hours/month; 10 hours/month during business hours; No Compensation. 5) The Union League Legacy Foundation; 140 South Broad Street, Philadelphia, PA 19102; 10/1/2019; Vice Chairman; Normal Board Activities; Not investment related; 10 hours/month; 10 hours/month during business hours; No Compensation. 6) Michael Piotrowicz, POA; 401 Plymouth Road, Suite 150, Plymouth Meeting PA 19462; 03/13/2020; Power of Attorney; Execute financial transactions on behalf of Lee Rowan if she becomes incapacitated; Investment related, 5 hours/month; 0 hours/month during business hours; No compensation. 7) Legacy Advisors; 5 Apollo Road Plymouth Meeting, PA 19462; Member Firm Affiliation; Investment Related; Client Advisor; Advising clients; 11/01/2022; 160 hours per month; 160 hours per month during trading hours. 8) Estate of Eleanor E. Rowan; 2222 Market Street, Philadelphia PA 19103; Executor of estate; Investment Related; Executor; Act as fiduciary for estate; 3/21/2024; 5 hours per month; 5 hours per month during trading hours. 9) Piotrowicz Family Partnership L.P.; 5 Apollo Road, Plymouth Meeting, PA 19462; Limited Partnership; Investment related; General Manager; Family Partnership; 9/26/2008; 1 ho/mo; 1 ho/mo during trading hours. 10) Lee Rowan Foundation; Plymouth Meeting, PA; Trust; Investment related; Trustee; Trustee for the Lee Rowan Foundation account; 3/2026; 1 ho/mo; 1 ho/mo during trading hours. 11) Michael Piotrowicz (Rental Property); Plymouth Meeting, PA; Rental property; Manager; 7/19/2022; 5 ho/mo; 5 ho/mo during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1980-03-31

Designations

Other Names

• Michael Theodore Piotrozicz
• Michael T Piotrowicz